Civic Intelligence

Zichron Shlomo Yonason Fund Inc

EIN 75-3065127 • 501(c)3 • Lakewood, NJ

Profile

Religious and Charitable

234 E 5th StLakewood, NJ 08701

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.57x

Higher debt load relative to assets than 89% of similar nonprofits.

NTEE S20 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

2.56x

Higher debt load relative to revenue than 97% of similar nonprofits.

NTEE S20 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

NTEE S20 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S20 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

1.9%

Faster asset growth than 55% of similar nonprofits.

NTEE S20 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

127%

Faster revenue growth than 89% of similar nonprofits.

NTEE S20 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$407,384

Up $7,602 (+1.9%) from 2015

Liabilities

Down

$231,415

Down $5,730 (-2.4%) from 2015

Net Assets

Up

$175,969

Up $13,332 (+8.2%) from 2015

Operations
Liabilities / Revenue97th percentileNet Margin59th percentile

Revenue

Up

$90,440

Up $50,560 (+127%) from 2015

Expenses

Up

$77,108

Up $60,938 (+377%) from 2015

Net Income

Down

$13,332

Down $10,378 (-44%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $276,184Liabilities 2010: $186,4572010Assets 2011: $258,382Liabilities 2011: $163,8322011Assets 2012: $269,534Liabilities 2012: $165,9252012Assets 2013: $274,325Liabilities 2013: $171,776Net Assets 2013: $102,5492013Assets 2014: $351,955Liabilities 2014: $213,028Net Assets 2014: $138,9272014Assets 2015: $399,782Liabilities 2015: $237,145Net Assets 2015: $162,6372015Assets 2016: $407,384Liabilities 2016: $231,415Net Assets 2016: $175,9692016

Highlighted filing

2016

Assets$407,384
Liabilities$231,415
Net Assets$175,969
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $97,432Expenses 2010: $86,530Net Income 2010: $10,9022010Revenue 2011: $69,828Expenses 2011: $65,005Net Income 2011: $4,8232011Revenue 2012: $54,542Expenses 2012: $45,483Net Income 2012: $9,0592012Revenue 2013: $54,209Expenses 2013: $55,269Net Income 2013: -$1,0602013Revenue 2014: $70,640Expenses 2014: $34,262Net Income 2014: $36,3782014Revenue 2015: $39,880Expenses 2015: $16,170Net Income 2015: $23,7102015Revenue 2016: $90,440Expenses 2016: $77,108Net Income 2016: $13,3322016

Highlighted filing

2016

Revenue$90,440
Expenses$77,108
Net Income$13,332
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$407,384
Liabilities
$231,415
Net assets
$175,969
Revenue
$90,440
Expenses
$77,108
Net income
$13,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$4.07$2.31$1.76$0.90$0.77$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.00$2.37$1.63$0.40$0.16$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.52$2.13$1.39$0.71$0.34$0.36
2013Detailed filing. Detailed filing data is available for this year.$2.74$1.72$1.03$0.54$0.55$0.01
2012Summary only. Only limited summary data is available for this year.$2.70$1.66$0.55$0.45$0.09
2011Summary only. Only limited summary data is available for this year.$2.58$1.64$0.70$0.65$0.05
2010Summary only. Only limited summary data is available for this year.$2.76$1.86$0.97$0.87$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$90,440
Mission and Program Overview

Mission

Religious and Charitable

Program Services

DescriptionGrantsExpenses
Assistance to Needy$77,108$77,108
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Boruch SpiegelTrusteePT$0--
Moshe EhrmanTrustee-$0--
Shmuel FisherTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Zichron Shlomo Yonason Fund Inc
EIN
75-3065127
Phone
7329011880
Address
234 E 5th St, Lakewood, NJ 08701

Signing Officer

Name
Boruch Spiegel
Title
Director
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jacob S Gottlieb EA
Address
137 Cannonball Dr, Lakewood, NJ 08701
Preparer
Jacob S Gottlieb
Phone
7323674884
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Assistance to Various Needy, Grantee Various Needy, Cash Grant 77,108, Relationship”

Form 990-EZ, Part II, Line 24, Other Assets

“Loans Receivable Beginning of year 207,547, End of year 216,144”

Form 990-EZ, Part II, Line 26, Liabilities

“Loans Payable Beginning of year 237,145, End of year 231,415”

Raw XML Appendix141 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0192235
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IRS990EZ/ExcessOrDeficitForYearAmt013332
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt077108
IRS990EZ/GrossReceiptsAmt090440
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162637
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0175969
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0207547
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Religious and Charitable
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assistance to Needy
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt077108
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt077108
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0237145
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0231415
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt077108
IRS990EZ/TotalProgramServiceExpensesAmt077108
IRS990EZ/TotalRevenueAmt090440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt090440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070640
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0309711
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98770
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.98350
IRS990ScheduleA/PublicSupportTotal170Amt0305905
IRS990ScheduleA/SubstantialContributorsTotAmt03806
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090440
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054542
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0309711
IRS990ScheduleA/TotalSupportAmt0309711
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Assistance to Various Needy, Grantee Various Needy, Cash Grant 77,108, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Loans Receivable Beginning of year 207,547, End of year 216,144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Loans Payable Beginning of year 237,145, End of year 231,415
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0753065127
ReturnHeader/Filer/PhoneNum07329011880
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm001:25:15
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0137 Cannonball Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakewood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008701
ReturnHeader/PreparerPersonGrp/PhoneNum07323674884
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob S Gottlieb
ReturnHeader/ReturnTs02017-11-14T07:49:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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